Unclaimed Profile

James Lamar Motte

GUARDIAN WEALTH MANAGEMENT, INC.·CHATTANOOGA, Tennessee

Clean record19 years registeredGUARDIAN WEALTH MANAGEMENT, INC.

6151 SHALLOWFORD ROAD, CHATTANOOGA, TN 37421-7803CRD# 4931527Firm CRD# 118668

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Lamar Motte · CHATTANOOGA, TN

Registration

CRD #4931527 · GUARDIAN WEALTH MANAGEMENT, INC. · 19 years registered

Brand Profile

Not yet started

Career History

GUARDIAN WEALTH MANAGEMENT, LLC

Apr 2023 – present

HIGHLANDS WEALTH MANAGEMENT

Mar 2022 – Apr 2023

JOHNSON CITY, TN

Q3 ADVISORS, LLC

Apr 2021 – Jul 2021

Johnson City, TN

BCS FINANCIAL, LLC

Oct 2006 – Oct 2014

JOHNSON CITY, TN

Registrations & Exams

Registration record

First registered · October 10, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GUARDIAN WEALTH MANAGEMENT, INC.

CRD 118668 · SEC 801-61330

AUM

$321M

Regulatory assets under management

Employees

1,083 client accounts

Services offered by GUARDIAN WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GUARDIAN WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does James Lamar Motte offer?

James Lamar Motte specializes in Financial Planning, Investment Management. Contact their office in CHATTANOOGA, Tennessee for a consultation.

What are James Lamar Motte's credentials?

James Lamar Motte is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Lamar Motte located?

James Lamar Motte is based in CHATTANOOGA, Tennessee, working with GUARDIAN WEALTH MANAGEMENT, INC.. Their office serves clients in the CHATTANOOGA metropolitan area and surrounding communities.

How does James Lamar Motte charge for services?

James Lamar Motte's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GUARDIAN WEALTH MANAGEMENT, INC.?

GUARDIAN WEALTH MANAGEMENT, INC. has approximately 10 employees and manages $321M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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